£62.78

McGraw-Hill Education How to Build Your Financial Advisory Business and Sell It at a Profit: Creating, Running and Cashing Out of Your Practice (PROFESSIONAL FINANCE & INVESTM)

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£62.78 £61.02 £61.40 £61.79 £62.17 £62.56 £62.94 26 April 2026 13 May 2026 30 May 2026 16 June 2026 04 July 2026

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Description

Too many financial advisors simply closeshop when they decide to exitthe business―squandering untold goodwill andlegacy business. Why waste a great opportunity? By applying the advice of Al Depman, a.k.a.“The Practice Doctor,” you can transform yourfinancial services practice into a legacy-focusedbusiness that will add substantial wealth toyour retirement nest egg. How to Build YourFinancial Advisory Business and Sell It at a Profitwalks you through the steps of developing,managing, and growing a profitable practiceyou can sell for enhanced value or bequeathto family members. Depman guides you through the process offorming a sound plan for your financial servicesbusiness, including how to: Create a team of advocates inmarketing and administration Build a sophisticatedreferral process Develop sales and casedevelopmentsystems Write a best-practicesoperations manual Maximize new technology tostreamline operations Put a succession plan in place Building a long-term business model is notjust good for your future. It will also makeyou happier and more profitable today. You’llbe able to spend more time with clients. You’llput more energy into finding new ones. You’llfocus more on referral sources. And someoneelse will do the grunt work. Use How to Build Your Financial AdvisoryBusiness and Sell It at a Profit to build yourbusiness into more than a simple means to apaycheck―and reap the rewards of your hardwork long after you choose to leave the firm.

Product Specifications

Format
hardcover
Domain
Amazon UK
Release Date
13 July 2009
Listed Since
12 December 2008

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